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Draft quota allocation by territory potential and mark it a draft

  • For Executives
  • You practice Setting limits and rules
  • Time about 5 minutes
  • Level Intermediate

About this exercise

Make a markdown table with columns Territory | Potential | Share | Quota $M and one row per territory, then a Total row. Share is potential divided by total potential, whole-number percent. Quota = share x total quota, shown with one decimal like 4.2. The quotas must add up to the total quota. Last line exactly: "Draft for Sales Leadership approval." No bold, under 80 words.

Common mistakes when you ask AI for this

  • Using the old model. The AI uses v2. Try: Add: "Use model v3 only."
  • Quotas don't add up. The AI rounds each share and totals 12.1. Try: Add: "Quotas must add to 12.0."
  • Missing the draft line. The AI writes commentary. Try: Add: "End with exactly: Draft for Sales Leadership approval."
  • Bold and extras. The AI bolds the Total and adds notes. Try: Add: "No bold; nothing else."

What a strong prompt includes

  • Names the columns
  • Defines share and quota
  • Requires the sum
  • Adds the exact last line
  • Uses v3

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